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Steward Financial Group’s Labcorp LH Stock Holding History

Steward Financial Group’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9K Buy
+46
New +$9.7K ﹤0.01% 407
2023
Q2 		– Sell
-42
Closed -$8K – 762
2023
Q1 		$8K Buy
42
+23
+121% +$4.73K ﹤0.01% 230
2022
Q4 		$3K Buy
+19
New +$3.71K ﹤0.01% 272
2022
Q3 		– Sell
-1
Closed – – 763
2022
Q2 		$0 Buy
+1
New +$213 ﹤0.01% 1188

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's LH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Labcorp (LH) in Q3 2023: 46 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LH as recently as Q1 2023.

Steward Financial Group first reported a position in LH in Q2 2022 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • Steward Financial Group held 46 shares of Labcorp worth $9K as of Q3 2023.
  • Labcorp was a new Steward Financial Group position in Q3 2023.
  • Labcorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #407 holding.
  • Steward Financial Group first reported a position in Labcorp in Q2 2022 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.